TACTICAL ROTATION MANAGEMENT, LLC

Overview

Tactical Rotation Management, LLC is an SEC-registered advisory firm organized as a limited liability company that serves institutional clients. Its declared advisory activity is portfolio management for investment companies, which indicates the firm acts as an investment manager or sub-advisor to pooled vehicles rather than a broad retail wealth manager. The firm's name and mandate point toward a tactical, allocation-driven approach — rotating exposures across sectors or asset classes to capture shorter-term opportunities — though it does not describe itself as an ESG investor and is not a capital allocator. The firm operates on a percentage-of-assets fee model and is owned by an individual. It is classified as unclassified on its public profile and is not listed as a multi-state adviser, related adviser, pension consultant, or a newly formed adviser.

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Location & Offices